See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,543 | $77,634-46.5% | $156,549-73.5% | $62,891-33.9% |
| Participation rate | 79.3% | 71.2%+8.1pp | 84.0%-4.7pp | 69.3%+10.0pp |
| Annual return | 7.16% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,564 | $3,444-54.6% | $5,501-71.6% | $2,281-31.4% |
| Participant deferral / active EE | $3,906 | $3,045+28.2% | $4,871-19.8% | $3,203+21.9% |
| Admin fee / account holder | $905 | $5,561-83.7% | $13,027-93.1% | $4,296-78.9% |